Toth Financial Advisory’s NatWest NWG Stock Holding History

Toth Financial Advisory’s Portfolio NWG Stock Details NWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17	Closed	-$254	–	969
2026 Q1	$254	Hold	17	–	–	﹤0.01%	865
2025 Q4	$298	Buy	+17	New	+$269	﹤0.01%	833

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Toth Financial Advisory's NWG Position: Q2 2026 in Review

Toth Financial Advisory sold out of NatWest (NWG) in Q2 2026, closing a stake of 17 shares — an estimated $254 sold.

Toth Financial Advisory first reported a position in NWG in Q4 2025 and held it in 2 quarters. The position peaked at $298 in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Toth Financial Advisory reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 17 NatWest shares in Q2 2026, an estimated $254.
Toth Financial Advisory first reported a position in NatWest in Q4 2025 and held it in 2 quarters.
Toth Financial Advisory's NatWest position peaked at $298 in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.